See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,931 | $148,978-86.0% | $200,582-89.6% | $84,808-75.3% |
| Participation rate | 54.1% | 84.2%-30.1pp | 86.9%-32.8pp | 68.3%-14.2pp |
| Annual return | 23.23% | 28.16%-4.9pp | 42.33%-19.1pp | 40.90%-17.7pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,032 | $7,142-57.6% | $9,331-67.5% | $4,212-28.0% |
| Admin fee / account holder | $1,174 | $13,977-91.6% | $16,305-92.8% | $7,344-84.0% |